Be vigilant against the two level differentiation of the corn market, and wheat must not be too m

Mondo Social Updated on 2024-02-20

February** Dynamic Incentive Program Today, Tuesday, February 20, grain transportation in most parts of the north was blocked due to heavy snowfall. Among them, there are only more than 200 grain arrivals in Shandong enterprises, and the grain in some areas has begun, and corn has exceeded 125 yuan is just one step away. As the main grain producing area in the northeast region, corn ** as a whole is not very optimistic, with the passage of time, ** risk gradually increases, and the pressure on corn ** in local areas increases. The corn market is "polarized".

1. Corn end analysis

On the whole, whether it is before or after the holiday, the overall corn **space is limited, and it is recommended to hold the grain as soon as possible**. Although yesterday's corn showed a certain amount of **, but affected by the weather, the overall purchase of the Northeast region was low, but the overall willingness to hold the grain end was not strong, and most of the merchants should wait and see, and the willingness to build a warehouse was not strong. The phenomenon of strong supply and weak demand in the market.

From the perspective of the market in ShandongUnder the influence of rain and snow weather, there is a certain market regulation and control means for Shandong enterprises to acquire the market, as the influence of weather factors, market risks still exist, only by fully considering the sustainability of the grain end, in order to grasp the good time of the grain holding end.

From the relevant data show thatThe progress of corn before the Spring Festival is basically consistent with last year's progress, special attention is paid to the amount of surplus grain in the Northeast is higher than in previous years, the number of ground grain in the Northeast is still more, and after February enters the second half of the year, with the weather gradually warming, the storage space for the amount of ground is small. After this round of rain and snow, the market believes that China Grain Reserves will purchase grain around the beginning of March, and grain has become inevitable.

For the current market, I personally believe that the corn market trend after late February, the overall is not optimistic, especially for grassroots grain farmers, should be timely shot, so as not to cause the market to fall into a more embarrassing situation due to the later ** too low, for a period of time in the future, there is still a certain game stage between supply and demand, it is difficult to have a certain reversal in the short term, and it is necessary to shoot.

2. Analysis of wheat market

From the perspective of the wheat market, it is currently in a sustained stage, which has been analyzed in previous articles, but in the subsequent period, it is still necessary to pay attention to the wheat in and out of the warehouse, and the possibility of sustainable growth is small. In terms of medium grain storage, the follow-up wheat volume and turnover may be a major aspect of the country's picking.

Personally, I believe that after entering the wheat harvest season from May to June, the overall trend of wheat may show certain changes, which is mainly determined by the bumper harvest situation, so it needs to be determined by the market inventory. Again, the previous high will remain at 145 to 1About 5 yuan per catty.

Summary: For the grain market, don't overdo it, timely ** is the safest measure.

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